Unhedged

US markets reporter George Steer has been tracking stocks that have soared, then crashed. Some of them might be “pump and dumps”, an old-fashioned style of scam where insiders generate excitement, along with sales of a stock, selling them when the price rises. Today on the show, Katie Martin and Rob Armstrong grill Steer about the schemes. Also, they go long envy and Labubus, and short pepperoni grease.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/499d6417-7062-4e20-a18a-14365d3949e5] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Eight of the 10 biggest stocks in the S&P 500 are technology stocks, and tech as a sector represents 40 per cent of the value of the index. Today on the show, Katie Martin and Rob Armstrong ask if this is a warning sign of a structurally weak market. Also they go long defensive stocks and churches on wheels.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/2652beb6-c6b8-488e-b189-c1ec926d584b] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

As the US president upends the global order, and consolidates power, markets keep climbing. Does it make any sense? Today on the show, Katie Martin [katie.martin@ft.com] and Rob Armstrong speak with Gideon Rachman, the FT’s chief foreign affairs commentator. They try to understand where Trumpism sits between democracy and authoritarianism, and what that means for the US economy. Also, they go long bardcore, cheap watches and controversial fashion.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/3e8db7ac-a11a-41ed-b60b-9d83d700c7ff] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

President Donald Trump has just installed loyalists at the Bureau of Labor Statistics and the Federal Reserve. The idea is to ensure good news and low interest rates. Today on the show, Katie Martin and the FT’s Economics commentator, Chris Giles, ask what effect these personnel changes might have for the economy. Also they go long doctorates and long Mauritius.  For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer [https://www.ft.com/unhedgedoffer]. You can email Robert Armstrong and Katie Martin at unhedged@ft.com [unhedged@ft.com]. Read a transcript of this episode on FT.com [https://www.ft.com/content/96a3bf05-f0c0-40bf-961d-fdeeb1b69e5d] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.

Today, we're sharing an episode from our fellow FT podcast, Swamp Notes. The US president is angry with the chair of the Federal Reserve over interest rates. He’s applying a lot of pressure on Jay Powell to lower them or leave his job. The FT’s Claire Jones and Adam Posen, president of the Peterson Institute for International Economics, break down what will happen if Trump succeeds in either of those goals. This episode originally aired on July 26. Subscribe to Swamp Notes [https://www.ft.com/swamp-notes-podcast] on Acast [https://shows.acast.com/swamp-notes], Apple Podcasts [https://podcasts.apple.com/us/podcast/swamp-notes/id1812430843], Spotify [https://open.spotify.com/show/2nMR1NJhMbmhORLtkpWk8X?si=09975afb8c704636], Pocket Casts [https://pca.st/podcast/0d0d5880-10ea-013e-1b8d-0acc26574db2] or wherever you get your podcasts. Read a transcript of this episode on FT.com [https://www.ft.com/content/c90ee2f9-888e-433b-b22a-0a108d663e1e] ---------------------------------------- Hosted on Acast. See acast.com/privacy [https://acast.com/privacy] for more information.